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ZEVENBERGEN CAPITAL INVESTMENTS LLC
EDMONDS, WA
206-682-8469
SEC #801-62477Total AUM
$4.6B
Employees
24Clients
336Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
326 ADMIRAL WAY
SUITE 200
EDMONDS
WA 98020-7261
United States
SUITE 200
EDMONDS
WA 98020-7261
United States
Operating Hours
MONDAY - FRIDAY 6:30 AM - 3:30 PM PACIFIC
BY APPOINTMENT
BY APPOINTMENT
Phone
206-682-8469
Financials
Total AUM
$4.6B
Accounts
339Discretionary
$4.6B
Accounts
339Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
108AUM
$73.7M
HNW Individual Clients
180AUM
$805.4M
Investment Company Clients
4AUM
$2.3B
Pension/Profit Sharing Plan Clients
1AUM
$5.8M
Charitable Organization Clients
13AUM
$180.9M
Government Entity Clients
1AUM
$1.1B
Corporation or Business Clients
29AUM
$84M
Services
Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
MODEL-ONLY PORTFOLIOS
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
MODEL-ONLY PORTFOLIO
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 27 business affiliates.
Claimed Affiliates
Reported as an affiliate by 25 other businesses.